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HFG Wealth Management, LLC: DFAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HFG Wealth Management, LLC on DFAU, newest first. How the timeline and the estimate are built.

HFG Wealth Management, LLC held 78,396 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,396 shares
    Change vs previous 13F -48,762 shares

    4.08% of the 13F portfolio, value $4,052,279.

    13F-HR 0001214659-26-010014 filed by HFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 127,158 shares
    Change vs previous 13F -2,830 shares

    3.16% of the 13F portfolio, value $5,737,358.

    13F-HR 0001214659-26-004981 filed by HFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 129,988 shares
    Change vs previous 13F +5,420 shares

    3.35% of the 13F portfolio, value $6,083,450.

    13F-HR 0001214659-26-000528 filed by HFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 124,568 shares
    Change vs previous 13F -13,806 shares

    3.1% of the 13F portfolio, value $5,700,237.

    13F-HR/A 0001214659-25-016505 filed by HFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 138,374 shares
    Change vs previous 13F -567 shares

    3.24% of the 13F portfolio, value $5,319,080.

    13F-HR 0001214659-25-010176 filed by HFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 138,941 shares
    Change vs previous 13F -2,032 shares

    3.41% of the 13F portfolio, value $5,625,738.

    13F-HR 0001214659-25-005567 filed by HFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 140,973 shares
    Change vs previous 13F +2,355 shares

    3.63% of the 13F portfolio, value $5,595,209.

    13F-HR 0001214659-25-000469 filed by HFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 138,618 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $5,196,778.

    13F-HR 0001214659-24-017164 filed by HFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).